Cornerstone Wealth, LLC/TN: 13F holdings
CIK 21356442026Q2
| Positions | 102 |
|---|
| Reported value | $197.7m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 102 (+6 vs prior quarter) |
|---|
| Reported value | $197.7m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CALAMOS ETF TR | 713,398 | $19.4m | 9.8% |
| IWY ISHARES TR | 42,197 | $12.2m | 6.2% |
| FDVV FIDELITY COVINGTON TRUST | 148,659 | $9.3m | 4.7% |
| POCT INNOVATOR ETFS TRUST | 183,665 | $8.6m | 4.3% |
| DJI INNOVATOR ETFS TRUST | 174,581 | $8.6m | 4.3% |
| NJAN INNOVATOR ETFS TRUST | 138,014 | $8.1m | 4.1% |
| CALAMOS ETF TR | 280,638 | $7.3m | 3.7% |
| DYNF BLACKROCK ETF TRUST | 101,446 | $6.9m | 3.5% |
| JQUA J P MORGAN EXCHANGE TRADED F | 88,256 | $6.4m | 3.2% |
| INNOVATOR ETFS TRUST | 233,292 | $6.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2135644")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples